Jordan
Gibbs

The Kocen Financial Group, Inc

CRD#5567629
Investment Advisor
in San Diego, CA
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About this Advisor

Jordan Gibbs is a certified financial planner who works out of San Diego, California. Currently an advisor at The Kocen Financial Group, Inc, they have accrued 13 years of work experience in the financial advisory industry. Gibbs has Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Gibbs can serve investors based out of California and Texas. During their career, the advisor has held roles at Financial Goal Securities, Inc, Heritage Financial And Insurance Services, Inc, First Financial Advisors, LLC, Heritage Wealth Management, Inc and The Kocen Financial Group, Inc. The Kocen Financial Group, Inc is located in San Diego, California. As a company, The Kocen Financial Group, Inc oversees $186 million in assets dispersed across 1,249 client accounts and retains seven staff members. The firm's total assets under management places it among the mid-sized investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 13% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. The Kocen Financial Group, Inc can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

11440 West Bernardo Ct Ste 240
San Diego, CA 92127

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The Kocen Financial Group, Inc Brokerage Details

Total Assets Under Management

$185,973,255

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

1,249

CA Average: 3,727
Average Account Size

$148,898

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jordan Gibbs Work History

Jordan has 13 years of experience.

2010 - Present (9 years)

Financial Goal Securities, Inc

2010 - Present (9 years)

The Kocen Financial Group, Inc

2009 - Present (10 years)

Heritage Wealth Management, Inc

2008 - 2010 (2 years)

First Financial Advisors, LLC

2005 - 2009 (4 years)

Heritage Financial And Insurance Services, Inc

Disclosures

Jordan Gibbs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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